Bank of America survey shows that going long on oil and going long on global semiconductors are the most crowded trades.

老虎证券2026/04/14 12:46

Show original

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold. Trade now!

A welcome pack worth 6200 USDT for new users! Sign up now!

“When asked about the most crowded trade, 24% of surveyed fund managers indicated ‘going long on oil’, while another 24% of investors said ‘going long on global semiconductors’. Additionally, 15% of investors considered ‘going long on gold’ to be the most crowded trade.”

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

Understand the market, then trade.

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.

Trade now！

Michael Burry suggested that the AI bubble could burst as early as next summer and has replaced all his short positions on Micron, Nebius, SOXX semiconductor ETF, and Palantir with put options to obtain lower cost and higher leveraged short exposure. He believes the AI boom is built on the unproven assumption of "sustained capital expenditure," and once revenues disappoint, capital will quickly flee.

华尔街见闻•2026/09/29 04:01